Institutional Ownership Invesco ETF Tr Ii S&P 500 Mome (SPMO)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 Mome (SPMO). We have compiled data on the 400 institutions that hold shares in the stock, with a total of 35.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gk Wealth Management LLC
Reno, NV |
May 28, 2025 Q1 2025 |
2,171
shares
|
$232,666
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
2,170
shares
|
$232,558
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,082
shares
|
$223,127
0.0% of portfolio
|
Q1 2025
Added 96.79%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,741
shares
|
$186,582
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
1,718
shares
|
$184,118
0.49% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
1,642
shares
|
$175,973
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,546
shares
|
$165,684
0.06% of portfolio
|
Q3 2023
Reduced 38.55%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,483
shares
|
$158,933
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,444
shares
|
$154,753
0.0% of portfolio
|
Q1 2025
Added 226.7%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
1,433
shares
|
$153,574
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,304
shares
|
$139,749
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
1,240
shares
|
$132,890
0.05% of portfolio
|
Q1 2025
Added 520.0%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,192
shares
|
$127,746
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,135
shares
|
$121,637
0.08% of portfolio
|
Q1 2025
Added 50.53%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,123
shares
|
$120,351
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,005
shares
|
$107,705
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
963
shares
|
$103,204
0.07% of portfolio
|
Q1 2025
Added 51.89%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
842
shares
|
$90,237
0.03% of portfolio
|
Q4 2024
Added 607.56%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
826
shares
|
$88,522
0.0% of portfolio
|
Q1 2025
Added 226.48%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
803
shares
|
$86,057
0.05% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
791
shares
|
$84,771
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
766
shares
|
$82,092
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
751
shares
|
$80,484
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
650
shares
|
$69,660
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
641
shares
|
$68,695
0.0% of portfolio
|
Q1 2025
Reduced 33.71%
|